Go to Roles in Runn’s top level nav to set up and manage roles.

Adding new roles 

  1. Click Add New Role button
  2. Enter the name of the role in the Role name field
  3. Enter the default role cost in the Default internal role cost field. (what's the default internal role cost?)
  4. Enter the default rate in the Standard charge-out rate field. (what's the standard charge-out rate?)
  5. Click Create button

Don't forget! Make sure you head over to your rate cards to further customise the charge our rate for the role you just created.

Editing roles 

  1. Click Details button for the role you want to edit on the Roles list
  2. Click ... button
  3. Select Edit Details button
  4. Update the role name
  5. Update default internal role cost
  6. Click Save button

Note, to change the rate(s) for a role head over to your rate cards and edit your standard rate card and your custom rate cards.

Viewing role details

  1. Click Details button for the role you want to view from the Roles list to get information on:
  • Who of your people are currently holding that role.
  • Which clients and projects are using the role.

Deleting roles

Warning: Before you can delete a role, you first must remove that role from all dependent records - past, present and future - including people's contracts and project assignments. 

  1. Click Details button for the role you want to delete on the Roles list
  2. Click ... button
  3. Select Delete button. There’s no undo - click Delete button on the Warning message to confirm deletion.

There’s no undo so use this action with care. If in doubt, please contact our support team, either on chat from inside the app, or by emailing help@runn.io.

Still have questions? We're happy to help! 

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